Blue Bell Private Wealth Management, LLC Sells in Q1 2025

Blue Bell Private Wealth Management, LLC

  • $502 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 19.05%
$53.9 - $63.11 $5.39K - $6.31K
425 $25K
SEE
Sealed Air Corp

Consumer Cyclical
-29
- 4.11%
$28.9 - $35.65 $838 - $1.03K
677 $19K
SNOW
Snowflake Inc.

Technology
-20
- 9.09%
$146.16 - $192.78 $2.92K - $3.86K
200 $29K
GD
General Dynamics Corp

Industrials
-21
- 7.75%
$241.94 - $272.58 $5.08K - $5.72K
250 $68K
CDNS
Cadence Design Systems Inc

Technology
-4
- 9.76%
$233.96 - $324.52 $936 - $1.3K
37 $9K
IFF
International Flavors & Fragrances Inc

Basic Materials
-16
- 5.06%
$76.48 - $87.72 $1.22K - $1.4K
300 $23K
LHX
L3 Harris Technologies, Inc.

Industrials
-12
- 2.94%
$194.65 - $222.86 $2.34K - $2.67K
396 $82K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
-1.43K
- 2.54%
$10.27 - $10.85 $14.7K - $15.5K
54.9K $580K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-163
- 56.01%
$16.54 - $17.22 $2.7K - $2.81K
128 $2K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
-21
- 1.62%
$28.38 - $29.91 $596 - $628
1.27K $36K
NVBW
Aim ETF Prods Tr Allianzim U S
-26
- 1.17%
N/A
2.2K $0
Allianzim U.S. Large Cap Buffer10 May ETF
-100
- 1.42%
N/A
6.95K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-356
- 0.86%
N/A
40.9K $0
RBLX
Roblox Corp

Communication Services
-2
- 5.41%
$53.77 - $75.47 $108 - $151
35 $2K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-100
- 2.4%
$40.55 - $48.43 $4.05K - $4.84K
4.07K $175K
Allianzim U.S. Large Cap Buffer10 Jun ETF
-1
- 0.03%
N/A
3.43K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-27
- 0.13%
N/A
21K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
-4
- 0.06%
N/A
6.96K $0
PMM
Putnam Managed Municipal Income Trust

Financial Services
-20
Closed
$5.99 - $6.38 $120 - $128
0 $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.35K
- 1.16%
N/A
115K $0
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF March
-437
- 0.44%
N/A
98.9K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF May
-33
- 1.06%
N/A
3.09K $0
FJAN
First Exc Trd Viii Cboe Vest U
-25
- 0.24%
N/A
10.6K $0
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-21
Closed
$28.62 - $36.65 $601 - $770
0 $0
BAUG
Innovator U.S. Equity Buffer E
-150
- 0.44%
N/A
34.1K $0
PNOV
Innovator U.S. Equity Power Bu
-242
- 0.5%
N/A
47.9K $0
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF July
-5
- 0.14%
N/A
3.45K $0
Lam Research Corp Com New
-10
- 0.66%
N/A
1.51K $0
Liberty Media Corp Del Com Lbty One S C
-22
- 52.38%
N/A
20 $0
PSFM
Pacer Fds Tr Swan Sos Flex Apr
-644
- 0.82%
N/A
77.9K $0
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-18
- 5.54%
$7.01 - $7.34 $126 - $132
307 $2K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
-49
- 1.07%
$10.47 - $11.04 $513 - $541
4.55K $48K
PSMO
Pacer Fds Tr Swan Sos Moderate
-110
- 0.55%
N/A
20K $0
ALL
Allstate Corp

Financial Services
-5
- 4.63%
$180.99 - $210.18 $905 - $1.05K
103 $21K
EEA
European Equity Fund, Inc

Financial Services
-1.51K
- 9.69%
$8.09 - $9.45 $12.2K - $14.3K
14.1K $128K
CVS
Cvs Health Corp

Healthcare
-399
- 31.07%
$44.22 - $68.64 $17.6K - $27.4K
885 $59K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
-2.29K
- 10.49%
$5.37 - $6.09 $12.3K - $13.9K
19.5K $118K
PGZ
Principal Real Estate Income Fund

Financial Services
-100
- 1.63%
$9.86 - $10.75 $986 - $1.08K
6.04K $63K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-1.15K
- 0.84%
$6.04 - $6.31 $6.95K - $7.26K
135K $826K
T
At&T Inc.

Communication Services
-128
- 6.15%
$21.56 - $28.28 $2.76K - $3.62K
1.95K $55K
XLV
Select Sector Spdr Fund Health

ETFs
-14
- 0.6%
$137.61 - $149.68 $1.93K - $2.1K
2.3K $335K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-59
- 0.88%
$46.55 - $51.16 $2.75K - $3.02K
6.67K $330K
SPE
Special Opportunities Fund, Inc.

Financial Services
-4.7K
- 1.88%
$14.7 - $15.68 $69K - $73.6K
246K $3.69M
MXE
Mexico Equity & Income Fund Inc

Financial Services
-80
- 0.12%
$8.0 - $9.03 $640 - $722
64.4K $561K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
-734
- 2.25%
$16.21 - $17.94 $11.9K - $13.2K
31.9K $573K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-239
- 0.17%
$25.77 - $27.6 $6.16K - $6.6K
144K $3.84M
GE
General Electric CO

Industrials
-5
- 0.19%
$168.59 - $212.13 $843 - $1.06K
2.56K $513K
Activity Summary
Buys All Purchases 275 New Holdings 89 Increased Positions 186 Sells All Sells 148 Reductions 142 Sold out 6 Options Calls 0 Puts 0
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